ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $59,360 | -3.5% | 1,014 | +0.1% | 0.02% | -12.0% |
| Q1 2024 | $61,502 | -46.8% | 1,013 | +142.9% | 0.02% | -53.7% |
| Q4 2023 | $115,599 | +11.8% | 417 | +0.7% | 0.05% | 0.0% |
| Q3 2023 | $103,352 | -4.6% | 414 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $108,379 | +4.7% | 414 | 0.0% | 0.05% | -6.9% |
| Q1 2023 | $103,469 | +3.7% | 414 | +0.5% | 0.06% | -6.5% |
| Q4 2022 | $99,771 | -23.3% | 412 | -30.3% | 0.06% | -23.5% |
| Q3 2022 | $130,000 | +39.8% | 591 | +44.5% | 0.08% | +50.0% |
| Q2 2022 | $93,000 | -17.0% | 409 | -2.2% | 0.05% | 0.0% |
| Q1 2022 | $112,000 | -12.5% | 418 | -7.9% | 0.05% | 0.0% |
| Q4 2021 | $128,000 | +7.6% | 454 | +0.2% | 0.05% | -5.3% |
| Q3 2021 | $119,000 | -3.3% | 453 | -1.1% | 0.06% | -5.0% |
| Q2 2021 | $123,000 | -40.9% | 458 | -55.8% | 0.06% | -61.0% |
| Q3 2018 | $208,000 | -4.6% | 1,036 | -7.7% | 0.15% | -10.5% |
| Q2 2018 | $218,000 | – | 1,122 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |